Back to search
�? Boutique Investment Manager
?? Mayfair
?? Team Assistant to support investor relations, operations and business
?? £38-45,000 + discretionary annual bonus, 25 days holiday, daily lunch, private medical and dental insurance, contributory pension, and other competitive benefits
?? Monday-Friday 8.30am-5.30pm (Fully office based)
Is this the role for you:
We are currently seeking a dedicated and organised Team Assistant to join our client, a super successful boutique investment management firm in Mayfair. This is a fantastic opportunity for an individual with 2 years of prior office experience to support key business functions across Investor Relations, Operations, and the broader Business Team. The role is fully office-based, offering a dynamic work environment and the chance to work closely with a highly collaborative team.
What you will do:
- Diary & Calendar Management: Manage calendars for the Investor Relations team, schedule meetings, and coordinate preparation materials ahead of time.
- Meeting Support: Assist with preparing documents, presentations, and briefing materials for key business meetings.
- Travel & Event Coordination: Organise travel for Board meetings and Investor Relations roadshows, including the creation of detailed itineraries and expense reports.
- Event Planning: Assist with the organisation of corporate events, managing logistics and preparing relevant materials.
- CRM System Management: Maintain and update contacts and interactions in the CRM system in a timely and accurate manner.
- Administrative Support: Support the creation of presentation materials, handle general office tasks (correspondence, document formatting, printing, scanning, booking couriers, filing), and respond to adhoc requests.
- Team Assistance: Provide cover for the Investment Team Assistant and EA when required and assist with front-of-house responsibilities.
�? Seeking a collaborative, positive team player with 2 years of relevant experience within a financial services organisation. Roadshow coordination and/or CRM management is an advantage! �?
This is a great opportunity for an individual looking to build their career in a fast-paced, professional environment. If you are highly organised, committed, and eager to support key areas of a dynamic business, we would love to hear from you!
